See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,658 | $144,119-43.3% | $117,854-30.7% | $147,584-44.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 35.72% | 531.15%-495.4pp | 335.08%-299.4pp | 578.55%-542.8pp |
| Employer contribution / active EE | $2,419 | $4,896-50.6% | $3,786-36.1% | $4,876-50.4% |
| Participant deferral / active EE | $2,972 | $5,316-44.1% | $4,482-33.7% | $5,439-45.4% |
| Admin fee / account holder | $486 | $10,886-95.5% | $8,020-93.9% | $10,885-95.5% |